WISDOMTREE TR (AGGY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
169
Reporting holders
$847.2M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $175.9M | 4,044,512 | 0.01% | 31q | +69.9%+$72.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $116.1M | 2,669,504 | 0.07% | 24q | +112.1%+$61.4M |
| LPL Financial LLC | $64.2M | 1,475,433 | 0.01% | 31q | -1.8%-$1.2M |
| Savant Capital, LLC | $49.5M | 1,138,628 | 0.15% | 26q | +93.7%+$23.9M |
| Prime Capital Investment Advisors, LLC | $33.9M | 779,212 | 0.33% | 2q | +15.3%+$4.5M |
| Prestige Wealth Management Group LLC | $29.3M | 674,986 | 5.33% | 26q | -1.6%-$483.0K |
| UBS Group AG | $27.4M | 629,921 | 0.00% | 31q | +7.7%+$2.0M |
| HighTower Advisors, LLC | $24.9M | 571,723 | 0.02% | 10q | -8.8%-$2.4M |
| WealthPlan Investment Management, LLC | $21.2M | 487,680 | 1.05% | 8q | -3.9%-$867.2K |
| MORGAN STANLEY | $18.1M | 416,811 | 0.00% | 35q | +57.7%+$6.6M |
| RAYMOND JAMES FINANCIAL INC | $16.3M | 374,726 | 0.00% | 7q | +32.3%+$4.0M |
| FIRST FOUNDATION ADVISORS | $14.3M | 329,835 | 0.52% | 25q | +2.9%+$401.6K |
| Grey Ledge Advisors, LLC | $12.0M | 282,749 | 2.42% | 11q | +6.8%+$762.7K |
| CITIZENS FINANCIAL GROUP INC/RI | $11.8M | 271,805 | 0.14% | 5q | +1.6%+$191.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 268,095 | 0.13% | 11q | +3.9%+$437.1K |
| Smartleaf Asset Management LLC | $11.0M | 251,297 | 0.36% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $10.7M | 246,679 | 0.00% | 9q | -53.4%-$12.3M |
| FIDUCIARY FINANCIAL ADVISORS | $9.8M | 224,614 | 0.99% | new | NEW |
| Cetera Investment Advisers | $9.0M | 207,623 | 0.01% | 23q | -0.8%-$77.1K |
| Atria Investments, Inc | $8.7M | 200,155 | 0.09% | 14q | -24.0%-$2.8M |
| Broussard Financial Group LLC | $7.8M | 179,767 | 6.26% | 3q | -2.1%-$168.1K |
| Vestmark Advisory Solutions, Inc. | $6.9M | 158,989 | 0.06% | 6q | HELD |
| RFG Advisory, LLC | $6.7M | 154,207 | 0.10% | 31q | +1.6%+$108.5K |
| Private Advisor Group, LLC | $6.2M | 142,257 | 0.03% | 26q | -67.1%-$12.6M |
| STIFEL FINANCIAL CORP | $6.2M | 141,479 | 0.01% | 13q | +4.4%+$257.7K |
| OSAIC HOLDINGS, INC. | $5.9M | 136,717 | 0.01% | 26q | +65.5%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 123,312 | 0.00% | 31q | +3.0%+$156.0K |
| WELLS FARGO & COMPANY/MN | $5.2M | 118,986 | 0.00% | 31q | -48.7%-$4.9M |
| LANARK FINANCIAL, INC. | $4.9M | 113,538 | 0.33% | 12q | +6.3%+$293.5K |
| Oxinas Partners, LLC | $4.9M | 112,861 | 1.93% | 13q | +1.5%+$72.6K |
| JPMORGAN CHASE & CO | $4.7M | 107,327 | 0.00% | 13q | HELD |
| OPTIMA CAPITAL LLC | $4.5M | 103,998 | 1.78% | 3q | +2.7%+$117.7K |
| CAPTRUST FINANCIAL ADVISORS | $3.6M | 82,217 | 0.01% | 13q | +2.0%+$71.7K |
| MML INVESTORS SERVICES, LLC | $3.5M | 80,302 | 0.01% | 28q | +48.1%+$1.1M |
| Freedom Investment Management, Inc. | $3.2M | 74,496 | 0.90% | 11q | +0.9%+$28.5K |
| GOLDMAN SACHS GROUP INC | $3.2M | 73,837 | 0.00% | new | NEW |
| Sharper & Granite LLC | $3.1M | 71,391 | 0.96% | 15q | +5.7%+$166.1K |
| WealthPoint Financial, LLC | $2.9M | 67,808 | 2.15% | 3q | +10.7%+$286.1K |
| Kestra Advisory Services, LLC | $2.9M | 66,743 | 0.01% | 24q | -32.6%-$1.4M |
| Mariner, LLC | $2.9M | 65,630 | 0.00% | 3q | -49.1%-$2.8M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.8M | 63,927 | 1.26% | 11q | HELD |
| Main Street Financial Solutions, LLC | $2.7M | 62,597 | 0.17% | 2q | -13.3%-$417.8K |
| Corient Private Wealth LP | $2.6M | 59,930 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.6M | 59,220 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.5M | 57,002 | 0.03% | 21q | +2.0%+$49.5K |
| Sanctuary Advisors, LLC | $2.4M | 55,158 | 0.01% | 9q | +63.2%+$928.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.2M | 51,718 | 0.03% | 12q | +0.5%+$12.1K |
| AE Wealth Management LLC | $2.2M | 50,703 | 0.01% | 29q | +8.0%+$163.9K |
| Heck Capital Advisors, LLC | $2.1M | 48,109 | 0.12% | new | NEW |
| Golden State Wealth Management, LLC | $1.9M | 43,792 | 0.17% | 11q | +5.3%+$96.1K |
| Trilogy Capital Inc. | $1.9M | 43,232 | 0.07% | 26q | +2.8%+$50.5K |
| JT Stratford LLC | $1.9M | 42,730 | 0.20% | 13q | +12.4%+$205.4K |
| Concurrent Investment Advisors, LLC | $1.6M | 35,680 | 0.01% | 6q | -25.2%-$522.7K |
| W.H. Cornerstone Investments Inc. | $1.3M | 31,017 | 0.76% | new | NEW |
| WealthPLAN Partners, LLC | $1.3M | 30,997 | 0.26% | 3q | +68.9%+$549.9K |
| Waverly Advisors, LLC | $1.3M | 29,466 | 0.01% | 10q | +48.2%+$416.9K |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 28,863 | 0.04% | 7q | +13.6%+$149.9K |
| JAMES INVESTMENT RESEARCH, INC. | $1.2M | 28,203 | 0.12% | 10q | +21.7%+$218.6K |
| Bank of New York Mellon Corp | $1.2M | 28,195 | 0.00% | 8q | +49.7%+$406.8K |
| SEGALL BRYANT & HAMILL, LLC | $1.2M | 27,661 | 0.01% | 8q | -3.7%-$46.4K |
| Empirical Asset Management, LLC | $1.2M | 26,589 | 0.26% | 7q | +5.9%+$64.5K |
| Bison Wealth, LLC | $1.1M | 25,506 | 0.10% | 3q | -9.0%-$109.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 25,018 | 0.00% | 9q | +12.1%+$118.0K |
| David Kennon Inc | $1.1M | 24,427 | 0.35% | 16q | -4.6%-$51.6K |
| WIN ADVISORS, INC | $1.0M | 23,903 | 0.37% | 2q | +2.6%+$26.0K |
| Winch Advisory Services, LLC | $980.1K | 22,542 | 0.20% | 29q | +11.8%+$103.5K |
| Symphony Financial, Ltd. Co. | $941.7K | 21,555 | 0.10% | 5q | -17.7%-$202.7K |
| Gateway Wealth Partners, LLC | $915.7K | 21,061 | 0.05% | 13q | -51.7%-$979.0K |
| WEBSTER BANK, N. A. | $896.9K | 20,628 | 0.08% | 7q | HELD |
| Goldstone Financial Group, LLC | $865.3K | 19,900 | 0.08% | 14q | +1.4%+$12.1K |
| HOWARD BAILEY SECURITIES, LLC | $851.6K | 19,587 | 0.32% | 8q | -15.9%-$160.6K |
| Merit Financial Group, LLC | $836.8K | 19,244 | 0.00% | 3q | -82.2%-$3.9M |
| Diversify Advisory Services, LLC | $785.8K | 18,326 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $785.8K | 18,326 | 0.01% | 2q | HELD |
| Insight Advisors, LLC/ PA | $762.5K | 17,536 | 0.13% | 23q | -25.4%-$259.7K |
| JANE STREET GROUP, LLC | $748.9K | 17,225 | 0.00% | 2q | -74.7%-$2.2M |
| Creative Planning | $740.2K | 17,025 | 0.00% | 20q | -0.5%-$4.0K |
| Trinity Wealth Management, LLC | $719.7K | 16,552 | 0.23% | 14q | -7.2%-$55.4K |
| BEACON FINANCIAL GROUP | $686.3K | 15,784 | 0.06% | 11q | +6.1%+$39.4K |
| Summit Financial, LLC | $666.5K | 15,329 | 0.01% | 4q | -5.6%-$39.3K |
| CITADEL ADVISORS LLC | $661.7K | 15,219 | 0.00% | 8q | -78.2%-$2.4M |
| Ashton Thomas Private Wealth, LLC | $640.3K | 14,727 | 0.01% | 7q | -3.0%-$19.5K |
| Pinnacle Financial Group, LLC / IL | $622.5K | 14,317 | 0.15% | 17q | +1.9%+$11.6K |
| Farther Finance Advisors, LLC | $605.5K | 13,926 | 0.00% | 6q | +40.5%+$174.6K |
| Barnes Wealth Management Group, Inc | $603.4K | 13,878 | 0.28% | 7q | -30.5%-$264.7K |
| Global Retirement Partners, LLC | $601.6K | 13,836 | 0.01% | 16q | HELD |
| Integrated Wealth Concepts LLC | $581.2K | 13,367 | 0.00% | 2q | +20.4%+$98.6K |
| McNamara Financial Services, Inc. | $566.2K | 13,021 | 0.10% | 26q | -1.1%-$6.0K |
| NewSquare Capital LLC | $562.8K | 12,945 | 0.04% | 25q | +1.5%+$8.5K |
| Capstone Financial Advisors, Inc. | $562.0K | 12,925 | 0.03% | 11q | +1.1%+$6.2K |
| EJMK Ventures LLC | $547.5K | 12,592 | 0.25% | 3q | -29.7%-$231.2K |
| Wealthcare Advisory Partners LLC | $546.6K | 12,572 | 0.01% | 6q | HELD |
| Worth Asset Management, LLC | $531.8K | 12,231 | 0.17% | 9q | HELD |
| Gallagher Fiduciary Advisors, LLC | $518.0K | 11,914 | 0.02% | 4q | +16.1%+$71.8K |
| Beacon Financial Advisory LLC | $514.4K | 11,831 | 0.10% | 9q | -4.3%-$23.1K |
| TWIN CAPITAL MANAGEMENT INC | $501.6K | 11,536 | 0.05% | new | NEW |
| Hopwood Nicholas Hunter | $489.6K | 11,259 | 0.13% | 3q | +11.4%+$50.2K |
| Arkadios Wealth Advisors | $479.8K | 11,034 | 0.01% | 5q | +3.7%+$17.0K |
| Lionshead Wealth Management, LLC | $467.5K | 10,753 | 0.30% | 7q | -0.8%-$3.6K |
| PSI Advisors, LLC | $438.3K | 10,081 | 0.10% | 2q | -21.3%-$118.6K |
Showing the largest 100 of 174 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 169 | $847.2M | 19,490,286 | 20 | 65 | 53 | 0.0% |
| Q1 2026 | 160 | $756.4M | 17,404,407 | 16 | 82 | 36 | 0.0% |
| Q4 2025 | 161 | $635.0M | 14,414,240 | 16 | 60 | 45 | 0.0% |
| Q3 2025 | 153 | $608.8M | 13,753,714 | 17 | 61 | 49 | 0.0% |
| Q2 2025 | 154 | $630.3M | 14,436,429 | 10 | 52 | 65 | 0.1% |
| Q1 2025 | 160 | $715.1M | 16,454,503 | 21 | 50 | 64 | 0.1% |
| Q4 2024 | 154 | $793.2M | 18,470,794 | 13 | 66 | 38 | 0.1% |
| Q3 2024 | 143 | $841.2M | 18,808,115 | 20 | 59 | 35 | 0.0% |
| Q2 2024 | 142 | $745.8M | 17,358,277 | 14 | 53 | 47 | 0.0% |
| Q1 2024 | 143 | $818.4M | 18,860,585 | 19 | 54 | 48 | 0.0% |
| Q4 2023 | 142 | $751.5M | 17,133,370 | 16 | 46 | 44 | 0.0% |
| Q3 2023 | 138 | $691.5M | 16,654,845 | 14 | 49 | 45 | 0.0% |
| Q2 2023 | 135 | $593.4M | 13,765,606 | 24 | 42 | 41 | 0.0% |
| Q1 2023 | 119 | $673.4M | 15,412,630 | 15 | 41 | 49 | 0.0% |
| Q4 2022 | 125 | $588.9M | 13,995,752 | 24 | 38 | 48 | 0.0% |
| Q3 2022 | 138 | $657.6M | 15,559,038 | 6 | 49 | 52 | 0.0% |
| Q2 2022 | 160 | $767.7M | 17,092,714 | 23 | 42 | 63 | 0.1% |
| Q1 2022 | 175 | $782.3M | 16,333,404 | 15 | 56 | 73 | 0.0% |
| Q4 2021 | 185 | $783.9M | 15,172,271 | 22 | 55 | 64 | 0.0% |
| Q3 2021 | 163 | $717.6M | 13,812,521 | 13 | 53 | 48 | 0.0% |
| Q2 2021 | 171 | $719.1M | 13,743,921 | 13 | 63 | 61 | 0.0% |
| Q1 2021 | 176 | $747.5M | 14,580,983 | 21 | 70 | 55 | 0.0% |
| Q4 2020 | 165 | $812.4M | 15,146,699 | 17 | 62 | 52 | 0.0% |
| Q3 2020 | 149 | $957.0M | 17,792,408 | 12 | 71 | 41 | 0.0% |
| Q2 2020 | 141 | $921.2M | 17,128,740 | 28 | 58 | 39 | 0.0% |
| Q1 2020 | 140 | $707.5M | 13,690,624 | 34 | 49 | 43 | 0.0% |
| Q4 2019 | 130 | $678.7M | 12,982,638 | 19 | 57 | 21 | 0.0% |
| Q3 2019 | 100 | $564.5M | 10,800,506 | 23 | 46 | 17 | 0.0% |
| Q2 2019 | 78 | $436.2M | 8,499,250 | 12 | 37 | 16 | 0.0% |
| Q1 2019 | 74 | $353.9M | 7,086,042 | 18 | 31 | 17 | 0.0% |
| Q4 2018 | 63 | $187.1M | 3,876,873 | 3 | 0 | 2 | 0.0% |